Focused Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Focused Wealth Management’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$530	–	881
2023 Q4	$530	Hold	5	–	–	﹤0.01%	897
2023 Q3	$448	Hold	5	–	–	﹤0.01%	924
2023 Q2	$498	Hold	5	–	–	﹤0.01%	948
2023 Q1	$424	Hold	5	–	–	﹤0.01%	948
2022 Q4	$392	Sell	5 -8	-62%	-$624	﹤0.01%	972
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	898
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	875
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	813
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	833
2021 Q3	$2K	Buy	13 +5	+63%	+$975	﹤0.01%	830
2021 Q2	$2K	Buy	+8	New	+$1.66K	﹤0.01%	830
2016 Q3	–	Sell	-1,200	Closed	-$133K	–	700
2016 Q2	$133K	Buy	+1,200	New	+$133K	0.06%	187

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Focused Wealth Management's SWK Position: Q1 2024 in Review

Focused Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 5 shares — an estimated $530 sold.

Focused Wealth Management first reported a position in SWK in Q2 2016 and held it in 12 quarters. The position peaked at $133K in Q2 2016. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

Focused Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 5 Stanley Black & Decker shares in Q1 2024, an estimated $530.
Focused Wealth Management first reported a position in Stanley Black & Decker in Q2 2016 and held it in 12 quarters.
Focused Wealth Management's Stanley Black & Decker position peaked at $133K in Q2 2016.
784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.